Multi-Asset Investment Management: Solving Liquidity Challenges & Enhancing Transparency in Private Markets

Highlights

• OSYTE addresses liquidity and transparency challenges in multi-asset portfolio management, especially bridging public and private markets.
• Private market investments lack transparency and liquidity, complicating portfolio risk management and capital calls.
• OSYTE aggregates unstructured private market data with public market data, providing a unified portfolio view for allocators.
• The platform automates complex workflows like capital calls, distributions, and rebalancing, reducing transaction times drastically.
• Future plans include agentic AI to autonomously manage routine investment tasks, allowing LPs to focus on high-value decisions.
• Charles’s immigrant background and experience during financial crises shaped his entrepreneurial vision and risk management expertise.
• OSYTE’s growth focuses on balancing product excellence with marketing to expand its client base from institutional CIOs to wealth advisors.

Summary

In this insightful episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Charles Anselm, CEO and co-founder of OSYTE, a fintech company focused on solving complex challenges in multi-asset portfolio management and liquidity management, especially across the increasingly important private markets. Charles, a CFA charterholder, shares his vision for OSYTE, which acts as a centralized operating system helping allocators such as single-family offices, multi-family offices, and outsourced CIOs manage the complexities of investing across both public and private assets.

Charles explains that trillions of dollars are being reallocated from public markets to private markets, creating significant liquidity and transparency challenges. Private assets like private equity, venture capital, real estate, and private debt operate in the same economic environment as public assets but lack the transparency and liquidity that public securities offer. OSYTE’s platform aggregates data from multiple sources, including GP portals and custodian banks, to provide a single pane of glass view. This enables clients to perform total portfolio allocation planning, risk management, rebalancing, and bid order management. Moreover, OSYTE helps LPs manage capital commitments and calls over time, alleviating liquidity management headaches inherent in private market investments.

Charles also discusses the company’s roadmap, which includes facilitating secondary market transactions to help LPs exit illiquid positions more efficiently. He highlights how OSYTE reduces transaction times from days or weeks to a matter of minutes with a push of a button, with future ambitions to incorporate agentic AI that autonomously manages routine investment operations.

The conversation dives into Charles’s personal journey—from an immigrant with a background in civil engineering and telecom to an asset management professional during the 2008 financial crisis, and finally to a fintech entrepreneur. His experiences at Russell Investments and as head of portfolio management at an outsourced CIO firm revealed the glaring inefficiencies and risks in multi-manager portfolio management, motivating him to found OSYTE.

Charles emphasizes the unique entrepreneurial spirit in the U.S. that embraces risk-taking and failure, which enabled him to pursue this venture. OSYTE was founded in early 2021 during the COVID-19 lockdown, and after two years of rigorous product development, including meeting strict regulatory and cybersecurity standards, it secured its first major client in late 2023—a $30 billion multi-family office. Today, OSYTE serves clients managing close to $100 billion in assets.

The discussion also touches on company culture, where Charles shares lessons learned about hiring and firing quickly to maintain team alignment and focus. He stresses that the company’s growth strategy requires a balanced focus on product development and marketing to scale effectively while educating the market on the complexities of multi-asset allocation.

Finally, Charles reflects on the importance of domain expertise in fintech, especially in asset management, where understanding the intricate needs of portfolio management is critical. He envisions OSYTE as foundational infrastructure that democratizes institutional-grade allocation management capabilities for advisors and wealth managers globally.

Key Insights

• Shift from Public to Private Markets Creates Complex Liquidity Needs: The migration of trillions of dollars from public to private markets introduces significant liquidity management challenges for allocators. Unlike public securities that are traded instantly, private investments are often structured with capital calls over several years, requiring sophisticated cash flow and liquidity planning to avoid idle cash drag or forced asset sales. OSYTE’s focus on solving these challenges addresses a critical pain point for family offices and institutional investors.
• Transparency is the Gateway to Effective Risk Management: Private market investments typically lack transparency, with limited visibility into underlying holdings and performance. This obscurity can lead to misjudgments about portfolio risk and return when investments are viewed in isolation. OSYTE’s technology extracts structured data from unstructured GP portals, enabling LPs to understand correlations and covariances across their entire portfolio. This holistic insight prevents unintended risk concentration and fee leakage from duplicative exposures.
• End-to-End Workflow Automation Adds Tangible Value: Unlike traditional reporting tools that merely aggregate and display data, OSYTE actively supports investment decision implementation, including rebalancing, trade order management, and liquidity management. By automating these workflows, the platform reduces operational burdens and errors, accelerates transaction execution, and improves portfolio responsiveness. This operational control room concept differentiates OSYTE in a competitive fintech landscape.
• Deep Domain Expertise is a Competitive Moat: The team’s hands-on experience managing complex multi-asset portfolios for institutional clients provides OSYTE with unique insights into client pain points and workflow inefficiencies. Many fintech startups are technology-first without sufficient asset management experience, but OSYTE’s founder and team’s backgrounds enable them to design solutions that resonate deeply with sophisticated investors. This domain expertise also enhances credibility with clients and investors.
• Culture and Team Dynamics are Critical in Startup Growth: Charles candidly discusses early hiring mistakes and the importance of “hiring fast, firing fast” to maintain cultural alignment and team effectiveness. As OSYTE prepares for rapid scaling, deliberate hiring processes that prioritize mindset and shared values are essential to sustain innovation and client service quality. This awareness reflects mature leadership critical for sustainable growth.
• Balancing Product and Marketing is Key to Market Expansion: OSYTE’s experience reveals that fintech companies must simultaneously build a robust, scalable product and effectively communicate its value proposition to a growing and diverse client base. Marketing that outpaces product capabilities can create unrealistic expectations, while strong products without awareness limit growth. OSYTE aims to expand its ideal client profile from large endowments to multifamily offices and wealth advisors by simplifying the product without sacrificing sophistication.
• AI as a Future Enabler, Not a Silver Bullet: While agentic AI and large language models are exciting emerging technologies, Charles emphasizes that the real differentiator is access to proprietary private market data combined with investment domain expertise. AI will automate systematic tasks like rebalancing and liquidity management, freeing LPs to focus on nuanced, high-stakes decisions requiring human judgment. This pragmatic view positions OSYTE to integrate AI thoughtfully rather than chase hype.

Conclusion

This episode provides a compelling look at how OSYTE is innovating in a crucial but underserved niche of multi-asset portfolio management, particularly in integrating and managing the opaque and illiquid private markets. Charles Anselm’s journey from immigrant to fintech CEO underscores the power of domain expertise, entrepreneurial spirit, and commitment to solving real-world problems. OSYTE’s vision to become the central command center for portfolio allocation decisions aligns perfectly with the evolving needs of sophisticated investors navigating the increasingly complex investment landscape.

Stay up-to-date with Charles Anselm and his work with OSYTE.

Follow the show on your podcast channel of choice or listen below.